How does the advisor help clients – Key Takeaways:
GUNN CAPITAL MANAGEMENT, LLC. is a financial advisory firm that helps clients create comprehensive financial plans and manage their investments. They offer a range of financial services and cater to different types of clients. Here are some key takeaways about how GUNN CAPITAL MANAGEMENT, LLC. can help you:
- They will work closely with you to understand your financial goals and develop a personalized financial plan.
- GUNN CAPITAL MANAGEMENT, LLC. offers investment management services to help you grow and protect your wealth.
- The firm also provides retirement planning services to ensure that you have a secure and comfortable retirement.
- GUNN CAPITAL MANAGEMENT, LLC. can assist with tax planning to optimize your tax strategy.
- Their experienced advisors can guide you in making informed decisions about insurance and estate planning.
Facts and Insights
GUNN CAPITAL MANAGEMENT, LLC. has been in business since 2010 and is headquartered in New York City. The firm was founded by John Gunn, a renowned financial expert with over 20 years of experience in the industry. The firm has a team of dedicated advisors who are committed to providing personalized and comprehensive financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 11 years |
Financial Services Offered
GUNN CAPITAL MANAGEMENT, LLC. offers a range of financial services to help clients achieve their financial goals:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Insurance planning
- Estate planning
Client Types
GUNN CAPITAL MANAGEMENT, LLC. serves a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
GUNN CAPITAL MANAGEMENT, LLC. follows a fee-only compensation structure, which means they do not earn commissions or receive any other form of compensation for recommending specific products or services to clients. This ensures that the firm’s advisors have the clients’ best interests in mind when making financial recommendations.
Background
John Gunn, the founder of GUNN CAPITAL MANAGEMENT, LLC., has a strong track record of helping clients achieve their financial goals. He has been recognized as a top financial advisor by various publications, including Barron’s and Forbes. Gunn has assembled a team of experienced advisors who share his commitment to providing personalized and comprehensive financial solutions to clients.
Financial Advisor Disclosures to Know
GUNN CAPITAL MANAGEMENT, LLC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As a registered firm, they are required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV, which is publicly available on the SEC’s website. It is important for clients to review this document and ask any questions they may have before entering into a relationship with the firm.